Dell Technologies (NYSE:DELL) Releases FY 2026 Earnings Guidance

Dell Technologies (NYSE:DELL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 9.300-9.300 for the period, compared to the consensus estimate of 9.290. The company issued revenue guidance of $101.0 billion-$105.0 billion, compared to the consensus revenue estimate of $103.6 billion. Dell Technologies also updated its Q1 2026 guidance to 1.650-1.650 EPS.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Morgan Stanley cut their price objective on shares of Dell Technologies from $154.00 to $128.00 and set an “overweight” rating for the company in a research report on Thursday, February 13th. Mizuho lowered their price objective on Dell Technologies from $155.00 to $150.00 and set an “outperform” rating for the company in a research report on Wednesday, November 27th. Deutsche Bank Aktiengesellschaft decreased their price target on Dell Technologies from $144.00 to $142.00 and set a “buy” rating on the stock in a research note on Monday, December 2nd. Wells Fargo & Company raised their price objective on Dell Technologies from $140.00 to $160.00 and gave the stock an “overweight” rating in a research report on Monday, November 18th. Finally, Citigroup lowered their target price on shares of Dell Technologies from $156.00 to $145.00 and set a “buy” rating for the company in a research note on Friday, February 21st. Three analysts have rated the stock with a hold rating and sixteen have assigned a buy rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $145.00.

Dell Technologies Stock Performance

DELL stock opened at $107.63 on Friday. Dell Technologies has a fifty-two week low of $86.93 and a fifty-two week high of $179.70. The company’s 50 day moving average price is $112.83 and its 200 day moving average price is $118.12. The firm has a market capitalization of $75.39 billion, a price-to-earnings ratio of 19.02, a PEG ratio of 1.10 and a beta of 0.90.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings results on Tuesday, November 26th. The technology company reported $2.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.83 by $0.32. Dell Technologies had a negative return on equity of 191.91% and a net margin of 4.36%. The company had revenue of $24.37 billion during the quarter, compared to the consensus estimate of $24.67 billion. During the same period in the previous year, the business earned $1.62 EPS. Dell Technologies’s revenue for the quarter was up 9.5% on a year-over-year basis. Equities analysts forecast that Dell Technologies will post 6.93 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 31st. Investors of record on Wednesday, January 22nd were paid a dividend of $0.445 per share. The ex-dividend date of this dividend was Wednesday, January 22nd. This represents a $1.78 annualized dividend and a yield of 1.65%. Dell Technologies’s dividend payout ratio is currently 31.45%.

Insider Buying and Selling at Dell Technologies

In other news, Director V (Gp) L.L.C. Slta sold 103,745 shares of the company’s stock in a transaction dated Friday, December 6th. The shares were sold at an average price of $125.28, for a total value of $12,997,173.60. Following the completion of the sale, the director now directly owns 777,347 shares of the company’s stock, valued at approximately $97,386,032.16. This represents a 11.77 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Yvonne Mcgill sold 8,000 shares of the stock in a transaction that occurred on Monday, December 2nd. The stock was sold at an average price of $125.82, for a total value of $1,006,560.00. Following the sale, the chief financial officer now directly owns 228,419 shares of the company’s stock, valued at $28,739,678.58. The trade was a 3.38 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 937,407 shares of company stock worth $114,418,186 over the last 90 days. Corporate insiders own 46.70% of the company’s stock.

Dell Technologies Company Profile

Dell Technologies Inc designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).